October 25, 2012 at 08:16 AM EDT
Higher Taxes, Inflation, Default (Choose One)
I am a mix of analysis and intuition. Few argue with my analysis, a decent number argue with my intuition. But I am not the only one concerned about monetary policy. Listen to Warren Buffett (pages 12-16, but he comments elsewhere on the cost of capital and the inability to compete on an unlevered basis [...]
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